InfoPath Forms Services - PowerPoint - PowerPoint by undul853

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									Chris Beckett | SharePoint Technology Specialist
(206) 965-8257 | chris@sharepointbits.com | www.sharepointbits.com
Agenda                                                            2


1.  Forms Services Overview
2. Demo – Publishing and Viewing a Simple Form with Form Services
3. Differences between InfoPath Rich and Web Forms
4. Advantages of Data Connections
5. Demo – Using a Data Connection Library
6. InfoPath Security Modes and Publishing Alternatives
7. Demo – Farm Data Connection Library / Administrator-Approved Form
8. InfoPath Forms Services Query Parameters
9. Demo – Using Custom Query Parameters with VSTO
10. Mobile Forms
11. Demo – Viewing a Mobile Form
12. Resources
13. Q&A
InfoPath Forms Services Overview                                                 3


•   The InfoPath Forms Services technology is available in the Microsoft Office
    SharePoint Server 2007 Enterprise CAL and also, separately, in Microsoft Office
    Forms Server 2007.
•   Allows rendering InfoPath Forms in a Browser
•   InfoPath client is not required to be installed on the client machine
•   Cross-Browser support for IE, Safari, Firefox
Demo – Publishing a Form                    4


An introduction to publishing InfoPath
    forms for display in InfoPath Form
    Services:

1.   Open Sample Template
2.   Set Compatibility for Browser
3.   Set Forms Options
4.   Save Locally
5.   Publish to SharePoint (Create New
     Library)
6.   Update Library to display in browser
7.   Demonstrate form displaying in
     browser
InfoPath Client vs. Forms Services                                      5


Controls that work with Forms   Controls that require InfoPath
  Services:                       client:

•   Text Box                    • ActiveX Control
•   Rich Text Box (Partial)     • Bulleted List Control
•   List Box                    • Choice Group / Section
•   Drop-Down List Box
                                • Combo Box
•   Date Picker
                                • Horizontal Region / Repeating Table
•   Check Box
                                • Ink Picture Control
•   Option Button
•   Button                      • Master/Detail Control
•   Section                     • Multiple-Selection List Box
•   Optional Section            • Numbered List Control
•   Repeating Section           • Picture Control
•   Repeating Table             • Plain List Control
•   File Attachment
                                • Repeating Choice Group
•   Hyperlink
                                • Repeating Recursive Section
•   Expression Box
                                • Scrolling Region
                                • Vertical Label
InfoPath Features not supported by Forms                                             6


•   Filters                                    •   Protected Views
•   Submitting data to a database              •   Word-Based Print Views
•   Submitting ADO.NET Change Dataset          •   Undo / Redo
•   Alerts that display dialog boxes
                                               •   Check Spelling
•   Rules to open a new form
                                               •   AutoComplete
•   Digitally signing entire form
•   XSL customizations with xd:preserve        •   Information Rights Management
•   Data Connections across site collections   •   Send to Mail Recipient
•   Custom code to save forms                  •   Merge Forms
•   Custom code to merge data                  •   Export to Excel
•   Legacy Code using InfoPath.SemiTrust       •   COM Add-Ins
•   User Roles / Current User Role
•   Placeholder Text in Controls
                                               •   There are also differences between
•   Custom Task Panes                              what classes and members of the
•   Prompting users to save changes when           Microsoft.Office.Infopath namespace
    closing a form                                 can be used with Forms Services
•   Rules to display a dialog box
Data Connections                                                       7




•   Xml file in the Universal Data Connection V2 Format
•   Abstracts connection details from the InfoPath Form
•   Saved to a special library called a “Data Connection Library”
•   Can be deployed at a site, or farm-level
•   Allows browser-based forms to access Web Services securely, even
    across domains (with configuration)
•   Allows submitting forms across Site Collections and Web Applications
•   Configuration managed from Central Administration under
    Application Settings
Demo – Data Connection Libraries                 8


Using data connection libraries to improve
    the portability of InfoPath Forms:

1.   Create a custom list to hold Trip Class
     options
2.   Add a receive data connection to the
     new list
3.   Create a Data Connection Library
4.   Create a UDCv2 file pointing to the Trip
     Class list. Upload to the data connection
     library.
5.   Add a receive data connection to the
     new UDC in the data connection library.
6.   Review form manifest to demonstrate
     that data connections do not hard-code
     connection information into the form.
7.   Republish the form as a Content Type
8.   Create new form library and add new
     content type
9.   Display the form and demonstrate data
     being retrieved through data connection
     library
Form Security Modes                          9


USER FORMS / DOMAIN-TRUST
•  Forms published directly to SharePoint
   Form Libraries or Content Types
•  Forms that use Site Collection Data
   Connection Libraries
•  Local to site collection – if published
   to another site collection completely
   independent copy (hard to manage
   changes)

ADMIN-APPROVED / FULL-TRUST
• Forms with code-behind
• Forms that use Data Connections
  from Central Administration
• Can be used in multiple site
  collections and web applications
• Single place to make changes
• Additional overhead to publishing
  process
Demo – Full Trust Forms                         10


Use a Farm-Level data connection library
   with an Administrator-Approved Form:

1.   Open Central Administration and upload
     UDC file to Farm Data Connection Library
2.   Add a receive data connection to the new
     UDC in the data connection library –
     specify “Centrally Managed connection
     library”
3.   Republish the form as an Administrator-
     Approved Form
4.   Open Central Administration and upload
     form template. Publish to demo site
     collection.
5.   Open demo site and display published
     form template and new auto-generated
     content type.
Invoking Forms by URL                                                                                                                           11


•      URL that references a form template (*.xsn) or form file (*.xml)
•      URL that references the built-in FormServer.aspx Web Page
•      Custom Page containing the XmlFormView control

http://ServerName/sites/SiteCollection/FormLibrary/Form1.xml?OpenIn=Browser
http://ServerName/sites/SiteCollection/_layouts/FormServer.aspx?XmlLocation=~sitecollection/FormLibrary/Form1.xml
http://ServerName/sites/SiteCollection/FormLibrary/Forms/template.xsn?NoRedirect=true


    Parameter      Description                                                                          Allowed Values
    Name

    XmlLocation    Used to open an existing form. The XmlLocation and XsnLocation properties are        A valid url to a form file (.xml) in the
                   mutually exclusive; specifying values for both parameters will result in an error.   same site collection.

    XsnLocation    Used to open a new form based on a form template.                                    A valid URL to a form template file (.xsn)
                                                                                                        published on the same site collection.

    OpenIn         Used to specify how the form will be rendered.                                       Browser | Client |PreferClient | Mobile
    Source         The location to which the user will be redirected when the form is closed. The       A valid URL in the same site collection as
                   URL must be in the same site collection or an error will be returned.                the form.

    Options        DisableSave is the only allowed value. It hides the Save and Save As buttons         DisableSave
                   and disables saving the form when it is rendered in the browser.

    SaveLocation   A Save As dialog box is displayed prompting the user for a filename, and then        Any valid folder location on the site
                   it is saved in the specified folder. An error is returned if the specified folder    collection.
                   does not exist.
    NoRedirect     Does not redirect to FormServer.aspx for client detection or rendering in the        False (default) or True
                   browser. Default value is false. If true and an XmlLocation or XsnLocation is
                   specified, a File Download dialog is displayed when using Internet Explorer.
Passing Parameters to Forms                                                                            12


•   Passes any additional query parameters not recognized by
    InfoPath Forms Services to browser form as Input Parameters in
    the Form Loading event.

    http://server/sites/team/forms/DeptReport.xsn?Dept=Accounting

    Reading Input Parameters for Form Opened with URL
    public void FormEvents_Loading(object sender, LoadingEventArgs e)
    {
      string purpose = e.InputParameters[“Purpose"];
        XPathNavigator xmlNav = CreateNavigator();
        xmlNav.SelectSingleNode("/my:travelRequest/my:purpose“, NamespaceManager).SetValue(purpose);
    }

    Reading Input Parameters for Form Opened in XmlFormView WebPart
    public void FormEvents_Loading(object sender, LoadingEventArgs e)
    {
        string param = HttpContext.Current.Request.Params[“myParam"];
        …
    }



•   Query parameters allow InfoPath to be invoked from links, the
    Business Data Catalog, a DataFormView on a custom SharePoint
    Designer page, etc.
Demo – Forms Services Query Parameters         13


Demonstrate supported and custom query
   parameters for InfoPath Web Forms:

1.   Open the demo site and browse to Form
     Templates
2.   Display the form template using Form
     Services Query Parameters
     …\TravelRequest.xsn?OpenIn=Browser
3.   Switch to the InfoPath Form
4.   Open VSTO by selecting Tools >
     Programming > Loading Event from
     InfoPath
5.   Add code to copy the “Purpose”
     parameter to the Business Purpose field
6.   Republish the form as an Administrator-
     Approved Form
7.   Open the demo site and create a new
     form.
8.   Update the URL to add our new custom
     query parameter and refresh the browser
9.   Display how the query parameter became
     the value for the form field
Mobile Forms                                                                      14


Mobile Form Design Differences          Recommendations

•   ASP.NET Controls replaced with      •   Used buttons and multiple views to
    ASP.NET Mobile Controls                 organize controls for small screens
•   HTML Tables and CSS not             •   Use only supported controls to
    supported by some mobile                minimize rendering inconsistencies
    browsers – visual fidelity is not
                                        •   Minimize dynamic data queries that
    guaranteed
                                            require round-trips to the server
•   Mobile representation rendered
    during publishing – may look
    different on different devices
•   Only support a sub-set of browser
    controls:
     •   Text Box
     •   List Box
     •   Check Box
     •   Drop-Down List Box
     •   Repeating Section
     •   Expression Box
     •   Date Picker
     •   Buttons
Demo – Mobile Forms                        15


Demonstrate rendering a form in a mobile
   device:

1.   Start the Windows Mobile 6 Emulator
2.   Start Pocket IE
3.   Browse to demo site mobile view
4.   Open the “BreakfastParis” file
5.   Demonstrate the form rendering in a
     mobile device
Forms Services Configuration                                                     16


                                                         •   Should publishing
                                                             browser forms be
                                                             restricted to
                                                             Administrators?

                                                         •   Does access to data
                                                             sources need to be
                                                             secure?

                                                         •   Is cross-domain access
                                                             to data allowed?




•   Located in Central Administration > Applications > InfoPath Forms Services
•   Allows configuration of farm settings for Forms Services
•   Can be used to enforce secure policies around form connections to data, etc
•   Session State Size – Large File Upload support
Resources                                                                                                    17


•   Microsoft Office Forms Server 2007 SDK
    http://msdn.microsoft.com/en-us/library/ms772301.aspx

•   InfoPath Forms Server 2007 – An Essential Guide!
    http://www.marclenferna.com/blog/archive/2008/10/31/infopath-forms-server-2007---an-essential-guide.aspx

•   TechNet Office System Tech Center – Microsoft Office Forms Server 2007
    http://technet.microsoft.com/en-us/office/bb267350.aspx

•   Planning and architecture, deployment, and operations for Office Forms Server 2007 (Downloadable Book)
    http://technet.microsoft.com/en-us/library/cc197347.aspx

•   Office Online - Microsoft Office Forms Server 2007
    http://office.microsoft.com/en-us/formsserver/FX100490391033.aspx

•   Office Developer Center – InfoPath 2007 Resource Center
    http://msdn.microsoft.com/en-us/office/aa905443.aspx

•   MSDN VSTO – InfoPath Developer Reference for Managed Code
    http://msdn.microsoft.com/en-gb/library/aa941030(VS.80).aspx

•   InfoPath Team Blog
    http://blogs.msdn.com/infopath

•   InfoPath Forms Services 2007 Web Testing Toolkit
    http://www.codeplex.com/ipfswebtest
Questions and Answers


Tonight’s Topics:

•   Forms Services Overview
•   InfoPath Client vs. Forms Services
                                                                                       Email me to
•   Custom Web Services Integration
                                                                                       get a copy of
•   Advantages of Data Connections                                                       this slide
•   InfoPath Trust Model                                                                   deck
•   Form Publishing Options
•   Admin-Approved Forms
•   Invoking Form Services by URL
•   Passing Parameters
•   Code-Behind with VSTO
•   Mobile Forms




                 Contact me to discuss your next project :   www.sharepointbits.com | chris@sharepointbits.com | (206) 965-8257

								
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